Bank Statement Converter for Estate Planning & Probate

Estate attorneys and executors need organized bank statement records to document decedent's accounts, track estate cash flows, and prepare accounting for beneficiaries. Bank Statement Converter converts PDF bank statements to structured Excel or CSV files — streamlining estate administration.

Key Benefits

• Document decedent's account activity for probate court accounting
• Track estate income, expenses, and distributions during administration
• Export to Excel for estate accounting software or CPA review
• Batch convert multiple account statements for complete estate documentation
• Free, secure, no account required

How It Works

1. Step 1: Obtain bank statement PDFs for the decedent's accounts from the bank
2. Step 2: Upload to Bank Statement Converter
3. Step 3: Select Excel or CSV output format
4. Step 4: Download and organize by account and period for probate court filing

Frequently Asked Questions

Can estate executors use this for probate court filings?

Yes. Probate court accountings require documentation of all estate receipts and disbursements. The Excel output provides a structured transaction record that supports formal estate accounting schedules.

What bank statements does the executor need to collect?

All accounts in the decedent's name: checking, savings, CDs, money market, brokerage, and retirement accounts (where the estate is beneficiary). Obtain statements covering the date of death through account closure.

Convert a Statement Free